Fillable Form requiring multiple users to fill and sign

[Cathie M.]

Hi - hoping someone can assist.

I've created a fillable form which is an employee reward nomination form. It needs to be filled and signed by multiple people across the business before it is completed. For example -

1. Employee's direct manager initiates form, filling out and signing 1st section.

2. They then send to department manager to approve, fill and sign.

3. From there it is sent to HR team to finalise, fill remaining details, sign and save.

The form I've created works but once the first person fills and signs, it then saves as a basic PDF and isn't able to be filled and signed by the next person.

For further context: the aim is to store the nomination form on a shared drive for employees to use regularly. So they pick it up and start editing whenever suits for them.

Is this possible? Help!

[BarlaeDC]

Hi,

This should be possible are you user Acrobat fo create the form? if so you need to make sure the settings are such that you are only saving the document ( not flattening or marking as read only all the fields), if you are able to share a sample (or the form) we can help further.

[Cathie M.]

Hi BarlaeDC,

Thanks for your reply. I am using Adobe Acrobat Pro to create the form. Unsure of what settings you're referring to to save the document though - can you explain further?

I'm also attaching a sample page of the form -you can see there's multiple sign off sections to be filled out, all by different users at different times. This is what I'm hoping to achieve - a work flow from the first user through to the last, using the same saved document and NOT using Fill and Sign.

Any further help would be greatly appreciated! 

[Creamer Training]

I've done this before by making sure Sig1 locked only the necessary fields. 

I also hid the other signature fields and the email buttons.

The act of focusing on Sig1 would show Sig2 and the appropriate email button. 

Then the second person signed it, it would show Sig3 and the next email button.

And so on. This was to prevent people signing it out of order. 

PS: I did not see any actual signature fields on your form. 

[Cathie M.]

Thanks David, the form lives on a shared drive so there isn't an 'owner' per say who can hide and only show appropriate fields.

Each user needs to fill out fields more than just add a signature as well.

I'm hoping for any employee to be able to pick up the form, initiate filling it out, then personally email it through to their relevant manager who would then fill out their section, and so on and so on.

Am I just hoping for the impossible?

[Megan23751221ck7g]

I'd love to know this too Cathie... I am dealing with the same type of issue with a form that different departments need to fill out (no signature). I need the fields to remain fillable after one department does their part so the next department can do theirs.

[Creamer Training]

It's just a matter of having an action that locks or unlocks the appropriate fields.